China Medical Share Discussion Threads

[stegrego] 20/5/2009 12:28

Gone XD today, explains most of the drop today.

Good choice i think Azalea - reasonable p/e, big cash pile, 30%+ growth

Ought to do well.

i dont think many people are aware of this, although the usual 'under the radar' statement seems to be dragged out for every share these days.

[stegrego] 19/5/2009 12:23

nice report here - gives target price of 255p.

[stegrego] 13/5/2009 12:39

No


The forecast here was for 17.46p - they actually did 21p....

Thats only a penny off next years forecast.

[oilgetmecoat] 13/5/2009 11:13

is this stock isa-able?

[stegrego] 13/5/2009 08:34

Only a couple of % id have thought, but to be honest, the divi on these sort of stocks is just an extra bonus for me rather than the reason to buy.

[lonrho] 13/5/2009 08:32

stegrego

agreed and the level of divi was a pleasant surprise especially for a chinese company. Regarding bsst what do you reckon the yield will be at 17p.

[stegrego] 13/5/2009 08:25

Just the 2 - JTC and WCC - dont like to ramp across mulitple boards. In fact dont like to ramp at all, just giving people a chance to research.

Lovely results today - if this was a UK co and a normal market, it would be 400p+.

[lonrho] 13/5/2009 08:21

stegrego

good to see you are spreading the word on some of my favourite boards.

[andysburns] 13/5/2009 07:28

can i just check my logic?.....

sales growth of 40%
gross profit growth of 33%
EPS up 50% to $0.316 (21p)
dividend of $0.15 (10p) a yield of 7.1%
so......
a current p/e of 6.66 and a prospective p/e of 5.03 based on fcast of $41.70 or 27.8p (digital look data) for 2009.

Wow, this is way undervalued...........and you get a drug pipeline in free of charge.

[lonrho] 11/5/2009 10:05

stegrego

ok I will keep quiet, but talking of under the radar chinese shares have you looked at china biodiesel (cbi) much riskier but a huge discount to tangible net assets.

[stegrego] 11/5/2009 09:09

I agree is overlooked.

Ive got a few, prior to results. Will see how it goes.

Any size buy moves the price and you cant get a direct online quote.

Hoepfully results will draw attention and the share will take off (not before ive bought more if the results are good though hopefully!)

Please dont ramp this until after results ;)

[lonrho] 07/5/2009 11:13

Results out 13th may. This company has been totally overlooked in recent rises but is growing at over 30% per year, has lots of cash in the bank and is on a prospective 2009 p/e of about 4 with a dividend yield of about 8%.

[promethean] 28/10/2008 10:51

Interested to find out more about this company that came up as one of the top 9 listed companies in london showing high ROCE and low p/e, positive DY and cashflow and historic and forecast growth rates of 20%+.

[papalpower] 31/7/2008 12:30

RNS Number : 3098A
China Medical Systems Holdings Ltd
31 July 2008


China Medical System has been approved to commence the Phase 2 clinical trial for a novel cancer treatment

China Medical System Holdings Ltd. (AIM: CMSH), the integrated and profitable Chinese pharmaceutical company is pleased to announce that it has received approval from the Chinese State Food and Drug Administration (SFDA) to commence the Phase II clinical trial for CMS024-02 (Tyroservatide), an in-house developed novel drug for the treatment of non-small cell lung cancer, one of the most common malignant tumours in China.

This marks a positive development for CMS024-02 following the submission of Phase II clinical trial application to SFDA in March 2007. The results of the Phase I clinical trial have demonstrated that CMS024-02 is safe and well tolerated by patients. The Company plans to initiate the Phase II Clinical Trial Protocol in the second half of 2008.

Mr Lam Kong, Chairman of China Medical System Holdings Ltd., said: 'We are very pleased with the approval of CMS024-02 for further clinical trial from SFDA. It is the second novel drug we have developed in house to Phase II trial. While our sales and marketing business is still growing, we are pleased that we have also made great progress in our R&D pipeline.'

[pezza2] 25/7/2008 07:09

Dorset - Evo's the house broker not seymour.

Good update ;-) What effect it has on the share price in these markets is anybodys guess.

[papalpower] 25/7/2008 07:04

RNS Number : 7900Z
China Medical Systems Holdings Ltd
25 July 2008


TRADING UPDATE

China Medical System Holdings Ltd. (AIM: CMSH), the integrated and profitable Chinese pharmaceutical company is pleased to announce a trading update for the first six months ending 30 June 2008.

The Company is pleased to report that trading for the first half of 2008 was in line with market expectations, with half year revenues anticipated to be approximately US$33.8 million. This represents year on year growth of approximately 41%. Sales for the first 6 months of 2007 amounted to US$23.9 million.

Historically the second half of the year has been the stronger period of CMS's financial year. Moreover, with the addition of 2 new products to the portfolio in 2008, the Board anticipates that sales in the second half of 2008 will once more exceed those of the first half.

Mr Lam Kong, Chairman of China Medical System Holdings Ltd. said, 'CMS has continued to make great progress in boosting the sales of existing products and in-licensing new products to expand revenue source, and I am very pleased by the 41% growth in sales from last year.'

[papalpower] 23/7/2008 13:56

No idea :)

[dorset64] 23/7/2008 13:55

pp, are seymour the house broker?

[papalpower] 23/7/2008 13:37

China Medical System 3,5 (BUY) - Initiating coverage

CMSH.L 126.5p (Target price 193p) Market Cap: £59.8m

CMS benefits strongly from its distinctive business model and own sales force. We expect net profits to grow by at least 35% per annum in the next three years. We initiate coverage with a BUY recommendation and a target price of 193p.

Zhining Xu
Research Analyst
Seymour Pierce

[papalpower] 04/7/2008 00:52

Its true mom.

The trouble is most people have no clue as so just get ramped into the wrong ones by the rampers.

[myoldmate] 04/7/2008 00:47

PapalPower - 3 Jul'08 - 12:17 - 23 of 24


'Nice and blue, don't know why people cannot make money from Chinese stocks, its all about knowing which ones will go up, and which ones down.'


Recorded for future reference.

[papalpower] 03/7/2008 12:17

Nice and blue, don't know why people cannot make money from Chinese stocks, its all about knowing which ones will go up, and which ones down.

LOL :)